Bickling Financial Services’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Bickling Financial Services’s Portfolio QCLN Stock Details QCLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$243K	Sell	5,151 -1,218	-19%	-$66.8K	0.15%	105
2022 Q3	$363K	Buy	6,369 +3	+0%	+$183	0.24%	76
2022 Q2	$332K	Sell	6,366 -481	-7%	-$26.4K	0.21%	84
2022 Q1	$442K	Sell	6,847 -3,169	-32%	-$188K	0.23%	80
2021 Q4	$681K	Buy	10,016 +49	+0.5%	+$3.53K	0.33%	54
2021 Q3	$624K	Sell	9,967 -432	-4%	-$28.3K	0.32%	54
2021 Q2	$720K	Buy	10,399 +3,059	+42%	+$195K	0.33%	50
2021 Q1	$504K	Buy	+7,340	New	+$564K	0.25%	68

Other funds holding QCLN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Bickling Financial Services's QCLN Position: Q4 2022 in Review

Bickling Financial Services reduced its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 19% in Q4 2022, selling an estimated $66.8K and leaving 5,151 shares worth $243K. The position accounts for 0.15% of the portfolio, ranked #105.

Bickling Financial Services first reported a position in QCLN in Q1 2021 and has held it in 8 quarters since. The position peaked at $720K in Q2 2021. 288 funds tracked by Wall St. Rank hold QCLN as of Q4 2022.

Bickling Financial Services held 5,151 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $243K as of Q4 2022.
Bickling Financial Services sold 1,218 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2022, an estimated $66.8K.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.15% of Bickling Financial Services's portfolio in Q4 2022, its #105 holding.
Bickling Financial Services first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2021 and has held it in 8 quarters since.
Bickling Financial Services's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $720K in Q2 2021.
288 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.